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Responsibilities of the branch company
Responsibilities of branches (6 selected articles)

In our daily life, many occasions are inseparable from job responsibilities, and formulating job responsibilities can effectively regulate operational behavior. Do you know the format of job responsibilities? The following is the job responsibilities of the branch I helped you sort out (selected 6 articles). Welcome to read, I hope you will like it.

Responsibilities of branch 1 responsibilities:

1. Make customer development plans, develop customer resources and expand market share.

2. Conduct futures market survey, grasp market trends and understand customer needs.

3. Develop and serve industry customers related to the preservation of futures varieties.

4. Pay regular customer return visits, learn about customers' evaluation of services, collect and record customer feedback information, and maintain good customer relations.

5. Participate in the planning and marketing of the company's marketing activities and publicize the company's brand image.

Qualifications:

1, college degree or above, major in finance and trade, marketing and economics.

2. Have more than 1 year working experience in the financial industry and have a strong interest in financial investment.

3. Strong communication and organizational skills, sense of responsibility and team spirit.

4. Those with futures qualification certificate are preferred.

5. Good customer resources and contacts, financial marketing team management or experience in futures, banking and securities are preferred.

Responsibilities of Branch 2 Description of responsibilities:

1. Monitor and prompt the daily investment and operation of products, report the possible major risk behaviors in time, and urge relevant departments to correct them in time.

2. Identify all kinds of potential risks in business development, assess the risk status of stock business from time to time, organize and form a risk assessment report, and report it to the leaders.

3. Cooperate with external and internal audit institutions for stress testing, irregular comprehensive risk investigation and special risk investigation.

4. Participate in the whole operation of the company's products, and be responsible for the review of product contracts (risk control part), the setting of risk control thresholds, the review of securities access pools, the analysis and monitoring of fair and abnormal transactions, etc.

5. Be responsible for the arrangement, revision and update of relevant risk control systems and processes, and make suggestions on the revision of the company's internal control system in a timely manner.

6. Be responsible for portfolio performance evaluation and attribution, and put forward optimization suggestions.

7. Cooperate with the establishment of a comprehensive risk management system and promote system construction.

8. Maintain good communication and cooperation with regulatory agencies, industry associations and other industry organizations, pay close attention to and transmit regulatory information and industry trends in a timely manner, and assist management in cultivating and promoting corporate culture of risk management.

9. Work assigned by other leaders.

Requirements:

1, major in economics, finance, mathematics and physics in key universities at home and abroad, master degree or above.

2. Priority training experience of financial mathematics major:

3. Securities qualification.

4.2 years working experience in risk control positions in banks, fund companies and securities companies. Skills: High data analysis skills, good communication skills, coordination skills and written expression skills.

5. Professional certificates such as CFA/CPA are preferred.

Responsibilities of the third branch:

1. Make the daily work plan of the renewal service specialist, refine the management tools, check the implementation regularly, and put forward the areas that need improvement.

2. Be responsible for the recruitment and training of renewal service specialists, the distribution of service areas, the supervision of daily activities and performance appraisal, and ensure that all departments are directly responsible for the realization of renewal objectives.

3. Counseling the service personnel with poor performance, and providing the required training to improve the team members' ability of renewal tracking and business handling.

4. Keep close contact with the branches' channels, track and remind the branches of the realization of the update targets, and ensure the realization of the overall update targets of the branches.

5. According to the completion and goal of branch renewal, assist the department head to plan the branch renewal promotion plan, and be responsible for the promotion and implementation. Responsible for cashing the incentive plan of the branch.

6. Complete other tasks assigned by the supervisor.

Requirements:

1, bachelor degree or above, major in insurance, economy, finance, management and other related fields.

At least 2.3 years working experience in customer service, renewal, supervision and training of life insurance companies.

3. Be familiar with the business process and rules of life insurance management, and understand the business sales process and renewal business operation.

Responsibilities of the fourth branch:

1. Be responsible for the daily normal operation of the information systems of branches and business departments, monitor the operation status of the systems, find technical hidden dangers in time, solve technical failures of the systems, and report the problems found to the information technology headquarters and business departments in time.

2. Responsible for optimizing the information system.

3. According to the technical requirements of branches and business departments, be responsible for the construction, migration and transformation of information systems of branches and business departments.

4. According to the technical requirements of the branch and the business department, solve the technical problems and failures encountered in the operation of the branch and the business department in time, and improve the efficiency and quality of business work through technical means.

5. According to the requirements of the information technology headquarters, complete the technical test task of application system and network system, and be responsible for the implementation of system upgrade and online work.

6. Be responsible for the emergency work of information systems of branches and business departments, including making emergency plans for technical systems, making emergency preparations, conducting emergency drills, and handling according to the plans in case of emergency.

7. According to the specification requirements issued by the headquarters, conduct regular and irregular security checks on the information systems of branches and business departments, and make rectification.

8. According to the technical specifications issued by the information technology headquarters, formulate various systems and processes for information technology work of branches and business departments.

9. Formulate annual plans and budgets for information technology work of branches and business departments.

10, responsible for the management of technical files and technical data of branches and business departments.

1 1, responsible for the management of fixed assets in the computer rooms of branches and business departments, as well as the selection, acceptance and shelving of equipment.

12, responsible for the authority and password management of technical systems such as operating system and database.

13, other work assigned by the branch and the business department.

Qualifications:

1, bachelor degree or above, majoring in computer, proficient in computer technology such as operating system, database and network maintenance.

Under 2.35 years old, with more than 65,438+0 years relevant working experience in the securities industry, familiar with the system maintenance of the securities business department.

3. Strong communication and coordination skills and a strong sense of responsibility.

4. Those with securities business qualifications are preferred.

Responsibilities of branches 5 1. Establish and lead regional sales team, be responsible for regional sales and achieve regional sales performance indicators;

2. Plan marketing channels, develop terminal sales outlets and maintain customer relations;

3. Plan terminal promotion activities in the region and assist customers to complete the annual sales task;

4. Keep abreast of the market changes of products in the same industry, and regularly provide the Head Office with market information in the areas under its jurisdiction, so as to provide a reliable basis for the overall layout of the Head Office;

5. Improve the internal organizational structure of the branch, formulate work standards for each post, and clarify responsibilities and authorities;

6, master financial knowledge, regular financial situation analysis, supervision of financial management.

Responsibilities of the Branch 6 1, responsible for formulating annual work (operation) and economic indicators, and organizing inspection and implementation;

2. Be responsible for establishing the internal organization of the branch and formulating its responsibilities;

3. It is suggested to appoint the heads of various departments and stipulate their responsibilities, powers and relationships;

4. Have strong market forecasting and analysis capabilities, regularly provide the Head Office with information on market operation in the area under its jurisdiction, and prepare more accurate supply and demand plans to provide reliable basis for the overall business arrangement of the Head Office;

5. Organize the formulation of work standards for various departments and posts, check and implement them together with relevant personnel, set an example and lead subordinates to complete the objectives of the head office.

6. Be responsible for regularly organizing the comprehensive assessment of employees' ideological and moral character, business level and work performance, perfecting the training system, constantly promoting the overall improvement of personnel quality, and cultivating creative human resources for the company;

7, responsible for the overall coordination and examination and approval of matters related to the economic contract, and urge the completion of the contract;

8. According to market changes, timely understand the price changes of products in the same industry, and control the cost growth point within the budget;

9. Seriously grasp the business and financial statistics, analyze the financial situation, supervise the financial management, check all expenses and statements and sign them, strictly control unreasonable expenses, and it is strictly forbidden to use the company to obtain profits and set up small coffers.

10, honest, do not ask for bribes, and correctly handle the relationship with government departments and developers;

1 1, with "openness, justice and fairness" as the basic principles;

12, keep abreast of employees' ideological trends and solve unhealthy trends in the bud;

13. Responsible for the supervision and management of the company's funds, fixed assets and all public property. Revitalize the operation of funds, recover project funds in time, prevent bad debts, and be strict in financial discipline.

14, and report to the head office in writing on a regular basis;

15, handle the tasks temporarily assigned by superiors in time.

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